SWMP
Signature Wealth Management Partners’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,445
| Closed | -$43.6K | – | 105 |
|
|
2023
Q1 | $43.6K | Sell |
16,445
-40,891
| -71% | -$108K | 0.04% | 103 |
|
|
2022
Q4 | $299K | Sell |
57,336
-7,000
| -11% | -$36.5K | 0.29% | 76 |
|
|
2022
Q3 | $468K | Buy |
64,336
+771
| +1% | +$5.61K | 0.52% | 53 |
|
|
2022
Q2 | $693K | Buy |
63,565
+1,311
| +2% | +$14.3K | 0.71% | 38 |
|
|
2022
Q1 | $702K | Buy |
62,254
+12,145
| +24% | +$137K | 0.6% | 49 |
|
|
2021
Q4 | $629K | Buy |
50,109
+29,805
| +147% | +$374K | 0.53% | 49 |
|
|
2021
Q3 | $252K | Buy |
+20,304
| New | +$252K | 0.23% | 91 |
|